Investment Company Performance Tables

The Performance Table tool allows you to see how Investment Companies are performing by comparing them to their peers.

Performance Table Controls
reverse the order Name
Price
30 Day Chg
Beta
NAV (Est.)
Gearing
Discount
Div Yield
Div Growth 1yr
3 Mth Chg
1 Year Chg
3 Year Chg
Aberforth Smaller Companies Trust 842.00p 5.91% 0.6 930.51p 8 -9.51% 2.64% 7.23% 6.25% 47.46% 65.10%
Athelney Trust 140.00p -20.00% 0.2 172.91p n/a -19.03% 3.57% 1.02% 7.69% 21.74% 18.14%
BlackRock Smaller Companies Trust 650.00p 3.50% 0.5 745.23p 9 -12.78% 1.54% 19.05% 5.43% 35.84% 95.20%
Chelverton Growth Trust 37.25p 5.67% 0.1 40.91p n/a -8.95% 0.00% n/a 15.50% 37.96% 104.11%
Dunedin Smaller Companies Inv Trust 188.62p 0.87% 0.4 195.54p 5 -3.54% 2.65% 3.09% 2.79% 49.41% 81.37%
Gresham House 325.00p 0.78% 0.0 483.22p 79 -32.74% 0.77% 150.00% 3.17% 13.04% 9.24%
Henderson Smaller Companies Inv Trust 457.00p 6.62% 0.5 535.10p 9 -14.60% 1.20% 30.95% 8.55% 62.63% 113.55%
Invesco Perpetual UK Small Companies Inv Trust 266.00p 3.00% 0.5 309.91p n/a -14.17% 2.26% 20.00% 7.26% 37.47% 71.61%
JPMorgan Smaller Companies Inv Trust 654.00p 4.89% 0.5 790.18p 8 -17.23% n/a 5.88% 4.81% 48.64% 83.19%
Miton Income Opportunities Trust 463.00p 2.77% 0.3 487.71p n/a -5.07% n/a 0.00% 2.66% 37.59% 29.69%
Montanaro UK Smaller Companies Inv Trust 446.50p 2.70% 0.3 514.42p 9 -13.20% 1.51% 0.00% 7.07% 31.32% 81.50%
Standard Life UK Smaller Companies Trust 270.00p 4.25% 0.7 278.09p 15 -2.91% 1.15% 12.73% 7.57% 38.46% 103.77%
Strategic Equity Capital 105.25p 0.48% 0.2 125.43p n/a -16.09% 1.43% 240.91% 6.85% 23.82% 104.37%
SVM UK Emerging Fund 43.75p 1.16% 0.1 56.60p n/a -22.70% 0.00% n/a 8.02% -12.50% -8.85%
Throgmorton Trust 241.00p 5.24% 0.4 282.69p 26 -14.75% n/a 5.40% 8.44% 40.32% 86.82%

Help & Education

Related Tools

Top of Page